Enhanced interface

Field descriptions: Configure Sage Cloud Services

Company information section

The company ID, contact for notifications, and company name default from the company information page.

Company information field descriptions
Field	Description
Company ID	The name Intacct uses to identify your company.
Contact for notifications	The email of the person in charge of configuring Sage Cloud Services.
Company name	The company name Intacct uses on out-going documents and emails.
Status	The status of your company's subscription to Sage Cloud Services. In progress: Your company is being subscribed to Sage Cloud Services. The subscription process can take a few minutes. Subscribed: Your company is subscribed to Sage Cloud Services. You can begin enabling your chosen services.

Enable functionality section

Enable functionality section field descriptions
Field	Description
Enable bank feeds	Enable bank feeds in your company. Learn more about how to enable bank feeds and connect an account to a bank feed.
Enable bank file payment	Enable bank file payments for international checking accounts. Bank files enable your company to pay vendors using international checking accounts. After you select this checkbox, assign the relevant permissions to users: Cash Management > Bank file generator: Run Cash Management > Bank file payments: List, View, Export, Confirm, Delete Accounts Payable > Vendors: Bank details, Unmask bank details Expenses > Employees: Bank details Then, follow these steps to fully enable bank file payments: Set up the checking account to make bank file payments. Set up the vendor to receive bank file payments. Set up employees to receive bank file payments for expense reimbursements.
Enable Bank transaction assistant file import	Enable Bank transaction assistant file import for your company. This option enables you to import bank transactions into Sage Intacct for reconciliation. Then, enable permissions for Bank transactions for API and import: List, Add, Delete, View.

Entity information section

View the entities subscribed to bank feeds or bank file payments. When you subscribe the top level to one of these services, you automatically subscribe all entities.

If you add an entity after you subscribe to Sage Cloud Services, go to the entity and enable your chosen service there.

Entity information section field descriptions
Column heading	Description
Entity ID	The ID of the entity, usually an abbreviation of the full entity name. For example, the entity ID of the New York City entity could be "NYC."
Entity name	The name of the entity.
Status	Subscribed

Accounts section (for bank feeds)

View a list of accounts connected to, or pending connection to, a bank feed.

Your company can enable up to 200 bank accounts for free. Enabling more than 200 bank accounts will incur a fee.

Accounts section field descriptions
Column heading	Description
Account ID	The Account ID entered on the account record in Sage Intacct. The Account ID is usually an abbreviation of the full account name. For example, the account ID of Bank of America could be "BOA".
Account name	The Account name entered on the account record in Sage Intacct.
Account type	The account type, either Bank or Credit card.
Bank name	The name of the bank for the account. This is the bank to which you connect to download bank feeds for the account.
Last bank feed	The date of the most recent bank feed pull. This means you have transaction information as of this date downloaded from your bank into Intacct.
Last txn date	The date of the last transaction made within the most recent bank feed download.
Status	Determine the account's connection to bank feeds. You can also view this status entered on the account record in Sage Intacct on the Banking cloud tab.